How and why to integrate your CRM with LabsMobile SMS

With the ability to send SMS from a CRM, companies can ensure their messages reach customers' mobile devices at the right moment. This not only improves open and response rates but also facilitates more direct and effective communication.

Benefits of Sending SMS from a CRM

• Improved Customer Communication. Sending SMS from a CRM allows for faster and more direct communication with customers, ensuring important messages are not lost in crowded email inboxes.
• Time and Resource Savings. Automating SMS sends eliminates the need to manually manage each message, saving time and reducing the workload for staff.
• Message Personalization. SMS messages can be personalized according to the information stored in the CRM, increasing the relevance and effectiveness of the communication.
• Tracking and Analysis. Integration with a CRM allows for detailed tracking and analysis of SMS campaign effectiveness, facilitating data-driven decision-making.
• Data Centralization. Ensures contact data is always up-to-date and centralized, avoiding errors and duplications.

Main Use Cases and Examples of SMS Messages

Contacting a Lead Database

Sending SMS messages to a lead database is an effective strategy to establish initial contact with potential customers. These messages can be used to welcome new leads, provide initial information about products or services, and invite them to visit the company's website or participate in special promotions.

Benefits:

• Increases conversion rates by capturing the lead's attention immediately.
• Facilitates the initiation of a business relationship.
• Provides a direct and personal form of communication.

Examples:

"Hello [Name], thank you for your interest in [Product/Service]. Visit our website for more information: [Link]."

"Hi [Name]! We're glad you registered for [Event]. Don't forget to confirm your attendance: [Link]."

"Welcome [Name] to [Company Name]. Discover more about our services here: [Link]."

Appointment or Meeting Reminders

Appointment or meeting reminders via SMS are essential to reduce no-show rates and improve punctuality. These messages should be sent well in advance and contain all relevant details about the appointment or meeting.

Benefits:

• Reduces last-minute cancellations and absences.
• Improves punctuality and schedule organization.
• Reinforces the company's professionalism.

Examples:

"Hello [Name], we remind you of your appointment with [Company Name] on [Date] at [Time]. Address: [Address]."

"Dear [Name], your meeting with [Executive Name] is scheduled for [Date] at [Time]. Please confirm your attendance by replying to this message."

"Remember your appointment on [Date] at [Time] with [Company Name]. We look forward to seeing you!"

Sending Offers or Quotes with a Link

Sending offers or quotes via SMS is a quick and efficient way to capture the client's attention and facilitate an immediate response. These messages should include a direct link to the offer or quote to simplify the client's decision-making process.

Benefits:

• Increases the likelihood of a quick response.
• Facilitates access to detailed information about the offer or quote.
• Increases sales closing opportunities.

Examples:

"Hello [Name], review your quote for [Product/Service] here: [Link]. We look forward to your response!"

"Dear [Name], we have prepared a special offer for you. Check the details here: [Link]."

"Hello [Name], don't miss our exclusive offer. Click here for more details: [Link]."

Mass Sending of Offers or Targeted Campaigns

Mass marketing campaigns via SMS allow reaching a wide audience quickly and effectively. These campaigns can include discounts, promotions, or announcements of new products and should be sent at strategic times to maximize their impact.

Benefits:

• Increases the reach of promotional campaigns.
• Facilitates communication of temporary and urgent offers.
• Generates a high level of customer engagement.

Examples:

"Great Offer! Get 20% off all our products until [Date]. Shop here: [Link]."

"Special Promotion! For a limited time only, 30% off our new collection. More information: [Link]."

"Flash Sale! Exclusive discounts for 24 hours. Don't miss out: [Link]."

Follow-Up Communication Funnel

Using SMS to keep customers informed throughout the entire sales funnel is an effective practice. These messages can include follow-ups after a purchase, reminders for upcoming stages of the sales process, and service updates.

Benefits:

• Keeps customers engaged throughout the sales process.
• Reduces sales funnel abandonment.
• Provides a smooth and consistent customer experience.

Examples:

"Hello [Name], how is your experience with [Product/Service]? We are here to help with any questions."

"Dear [Name], don't forget to schedule your follow-up consultation. Book here: [Link]."

"Hello [Name], we want to ensure everything is going well with your [Product/Service]. Do you need assistance?"

Exclusive Offers for Members

Sending exclusive offers via SMS to members or loyal customers can strengthen loyalty and increase sales. These messages should highlight the exclusive benefits available only to members.

Benefits:

• Fosters customer loyalty.
• Increases the perceived value of being a member.
• Boosts sales among the most valuable customers.

Examples:

"Dear [Name], as an exclusive member, enjoy this special offer: [Link]. Don't miss it!"

"Hello [Name], early access to our exclusive member sale. Shop here: [Link]."

"Member offer! Get an additional 25% discount with this code: [Code]."

Integration with Major CRMs

Below is the process for integrating major market CRMs with the LabsMobile SMS platform. This process includes configuring webhooks if the CRM setup allows or integration with automation tools like Zapier, n8n, Make, etc.

Salesforce

Salesforce allows integrating SMS sending functionality via the LabsMobile API. Using webhooks or automation tools like Zapier, workflows can be configured to send SMS at key moments in the sales cycle.

To integrate with the LabsMobile API via webhooks in Salesforce:

{
"event": "lead_created",
"url": "https://api.labsmobile.com/send",
"method": "POST",
"headers": {
  "Content-Type": "application/json"
},
"body": {
  "to": "{{lead.phone_number}}",
  "message": "Hello {{lead.name}}, thank you for your interest in our products."
}
}

Pipedrive

Pipedrive facilitates integration with LabsMobile through modules and automation applications like Make or Zapier. This integration allows automatic sending of SMS to leads and customers at various stages of the sales process.

Using Zapier to integrate Pipedrive with LabsMobile:

• Trigger: New deal in Pipedrive.
• Action: Send SMS via the LabsMobile API.

{
"to": "{{deal.contact.phone}}",
"message": "Hello {{deal.contact.name}}, thank you for your interest in our offer."
}

HubSpot CRM

HubSpot CRM can be integrated with LabsMobile using automation tools like Zapier or n8n, allowing personalized and automated SMS sending based on customer actions.

To integrate HubSpot with LabsMobile using Zapier:

• Trigger: New task in HubSpot.
• Action: Send SMS via the LabsMobile API.

{
"to": "{{task.contact.phone}}",
"message": "Hello {{task.contact.name}}, we remind you
 of your appointment on {{task.due_date}}."
}

Microsoft Dynamics 365

Microsoft Dynamics 365 can be integrated with LabsMobile to send automated SMS. The integration can be done using webhooks or automation tools like Zapier.

Example of integration with webhooks:

{
"event": "contact_created",
"url": "https://api.labsmobile.com/send",
"method": "POST",
"headers": {
"Content-Type": "application/json"
},
"body": {
"to": "{{contact.phone}}",
"message": "Hello {{contact.name}}, welcome to [Company Name]."
}
}

Zoho CRM

Zoho CRM can be integrated with LabsMobile via webhooks and tools like Zapier or n8n, facilitating SMS sending based on various actions and events within the CRM.

Integration with Zapier:

• Trigger: New lead in Zoho CRM.
• Action: Send SMS via the LabsMobile API.

{
"to": "{{lead.phone}}",
"message": "Hello {{lead.name}}, thank you for registering. More information: [Link]."
}

SugarCRM

SugarCRM allows integration with LabsMobile for sending automated SMS via webhooks and automation tools like Zapier.

Example of webhook:

{
"event": "new_lead",
"url": "https://api.labsmobile.com/send",
"method": "POST",
"headers": {
"Content-Type": "application/json"
},
"body": {
"to": "{{lead.phone}}",
"message": "Hello {{lead.name}}, thank you for your interest in our services."
}
}

Freshsales

Freshsales can be integrated with LabsMobile using automation applications like Zapier or Make, allowing automated and personalized SMS sending to leads and customers.

Technical Specification: Using Zapier to integrate Freshsales:

• Trigger: New contact in Freshsales.
• Action: Send SMS via the LabsMobile API.

{
"to": "{{contact.phone}}",
"message": "Hello {{contact.name}}, welcome to [Company Name]."
}

Nimble

Nimble CRM can be integrated with LabsMobile to send personalized SMS using tools like Zapier or n8n, enhancing communication and follow-up with customers.

Technical Specification: Example of integration with Zapier:

• Trigger: New contact in Nimble.
• Action: Send SMS via the LabsMobile API.

{
"to": "{{contact.phone}}",
"message": "Hello {{contact.name}}, thank you for joining [Company Name]."
}

Oracle CX Cloud

Oracle CX Cloud allows integration with LabsMobile through webhooks and automation applications, facilitating SMS sending at different points in the customer lifecycle.

Integration with webhooks:

{
"event": "new_customer",
"url": "https://api.labsmobile.com/send",
"method": "POST",
"headers": {
"Content-Type": "application/json"
},
"body": {
"to": "{{customer.phone}}",
"message": "Hello {{customer.name}}, welcome to [Company Name]."
}

Insightly

Insightly can be integrated with LabsMobile using webhooks and automation tools like Zapier to send automated and personalized SMS to clients and leads.

Technical Specification: Example of integration with Zapier:

• Trigger: New opportunity in Insightly.
• Action: Send SMS via the LabsMobile API.

{
"to": "{{opportunity.contact.phone}}",
"message": "Hello {{opportunity.contact.name}}, thank you for your interest in our services. More information: [Link]."
}

Conclusion

Integrating LabsMobile with your CRM offers numerous benefits, from improving communication with customers to optimizing internal processes. With the ability to send personalized and automated SMS, your company can ensure that important messages reach customers' mobile devices at the right moment. Whether you need to send appointment reminders, order confirmations, special offers, or follow-up with leads, integrating LabsMobile with your CRM facilitates all these tasks efficiently and effectively.

If you have any questions, need further advice, or wish to start integrating LabsMobile's SMS sending with your CRM, please do not hesitate to contact our support team. We are here to help you make the most of our tools and ensure the integration is smooth and hassle-free. You can reach us through our website, by emailing support@labsmobile.com, or by calling our customer service number.

At LabsMobile, we are committed to providing personalized solutions and continuous support to meet your company's specific needs. Our team of experts is ready to guide you through the integration process and ensure your CRM system is optimized for SMS sending, thereby enhancing customer interaction and boosting your business results.